DLCU vs HELO
DFA US Large Company ETF vs JPMorgan Hedged Equity Laddered Overlay ETF
Which is better, DLCU or HELO?
DLCU costs less.
DLCU has a lower expense ratio. DLCU is less concentrated, with 38.1% of the fund in its ten largest positions against 40.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DLCU | HELO |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.50% |
| AUM | $14.7B | $4.9B |
| Dividend Yield | 0.17% | 0.57% |
| Holdings | 509 | 156 |
| YTD Return | +0.04% | +4.91%Best |
| 1Y Return | - | +7.68% |
| 3Y Return (annualized) | - | +11.88% |
| Top 10 Weight | 38.1%Best | 40.1% |
| Fund Family | Dimensional | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 4, 2026 | Sep 28, 2023 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
DLCU vs HELO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
DLCU vs HELO Performance
DFA US Large Company ETF (DLCU) is an ETF from Dimensional and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management. Year to date, DLCU is up 0.04% versus a gain of 4.91% for HELO.
Past performance does not guarantee future results.
Fees and Cost Over Time
DLCU charges 0.06% per year while HELO charges 0.50%. On a $10,000 position that is $6 vs $50 annually, a gap of $44 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 0.57% for HELO.
Holdings Overlap
66.6% of DLCU's money is in holdings HELO also owns. 93.9% of HELO's money is in holdings DLCU also owns.
Most of HELO is already inside DLCU. Owning both mostly buys the same companies twice.
131 positions in common, counted across the 505 positions we hold weights for in DLCU and 146 in HELO, against full books of 509 and 156.
What only one of them owns
Our book lists 12 positions for HELO that do not appear in our book for DLCU (5.2% of the fund), and 362 for DLCU that do not appear in HELO (32.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in DLCU | Weight in HELO | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.98% | 8.17% | 0.19% |
| AAPLApple Inc | 7.33% | 7.01% | 0.32% |
| MSFTMicrosoft Corp_None_0 | 5.56% | 6.29% | 0.73% |
| AMZNAmazon.Com Inc | 3.81% | 4.26% | 0.45% |
| GOOGLAlphabet Inc-cl A | 3.00% | 3.16% | 0.16% |
| AVGOBroadcom Inc | 2.60% | 2.64% | 0.04% |
| GOOGAlphabet, Inc.- Cl C | 2.41% | 2.26% | 0.15% |
| METAMeta Platforms, Inc. | 2.16% | 2.31% | 0.15% |
| MUMicron Technology, Inc. | 1.66% | 1.70% | 0.04% |
| TSLATesla Mtrs Inc | 1.56% | 1.22% | 0.34% |
93.9% of HELO is already inside DLCU.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DLCU or HELO?
DLCU has an expense ratio of 0.06% while HELO charges 0.50%. DLCU is the cheaper option, by $44 a year on a $10,000 investment.
What is the holdings overlap between DLCU and HELO?
93.9% of HELO's money is in holdings DLCU also owns. 93.9% of HELO's is in holdings DLCU also owns. They hold 131 positions in common, counted across the 505 positions we hold weights for in DLCU and 146 in HELO.
Which pays a higher dividend, DLCU or HELO?
DLCU yields 0.17% while HELO yields 0.57%, so HELO currently pays the higher dividend yield.
Is HELO better than DLCU?
DLCU has a lower expense ratio. DLCU is less concentrated, with 38.1% of the fund in its ten largest positions against 40.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.